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Building 2MESSMER CAPITAL ADVISORS LLC

Map pinMILFORD, OH
Phone740-972-1196
NotebookSEC #801-135247
Total AUM
$130.4M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 MILL STREET
MILFORD
OH 45150
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
740-972-1196
Other Offices
1

ReceiptFinancials

Total AUM
$130.4M
Accounts
593
Discretionary
$129.4M
Accounts
590
Non-Discretionary
$954.7K
Accounts
3

ContactClients

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Individual Clients
168
AUM
$41.9M
HNW Individual Clients
47
AUM
$87.5M
Pension/Profit Sharing Plan Clients
3
AUM
$954.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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